Brokerages that turn site-visit cards into deals that don't go cold.
Real-estate brokerages and developer sales teams running site visits, channel-partner meetings and weekend open houses, where the next forty-eight hours decide whether the lead converts.
Profile. A residential brokerage or developer's in-house sales team operating across three to six projects.
Scale. Twelve to twenty sales agents, with channel partners who source visits but rarely share clean lead data.
Workflow. Visitors hand over cards or scribble details on a register. Agents either remember to call back or don't — and either way, the central team has no visibility.
- Half the visitor data was scribbled on registers nobody re-read
- Channel-partner referrals reached the central team in two-week batches
- Multiple agents called the same lead because nothing was deduped
- Site visit conversion was a guess, not a number that could be improved
- Agents scan visitor cards on the spot, on the WhatsApp number they already use
- Every contact is tagged to the project, the visit time and the agent
- Channel partners are given a clean way to forward leads in real time
- A central kanban view shows which visits are warm, cold or stuck
What actually changed.
The first follow-up call happens the same evening, while the visit is still fresh in the prospect's mind.
Same-lead duplicate calls — the awkward moment two agents pitch the same visitor — stopped almost entirely.
Channel partners forward leads directly into the workflow, so referral attribution is no longer a spreadsheet argument.
“Site visits used to leak between paper and the CRM. Now every visitor we shake hands with shows up on the dashboard before they reach the parking lot.”
Turn every business card into CRM-ready pipeline.
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